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Consolidating investment accounts may give you a clearer picture of your financial standing. To get started, call 1-888-345-9166. Or request a call and we'll call you.
When your assets are spread across many companies, it can be hard to ensure your overall investment strategy is meeting your goals. Consolidating your accounts with an account transfer puts you in a better position to take action because you can clearly see what’s working and what’s not.
With a consolidated portfolio, you can:
An account transfer applies to individual, joint, and trust accounts and IRAs currently invested with another investment company.
A rollover applies to money in a 401(k), 403(b) or other employer-sponsored workplace plan. Learn more about Rollovers.
The transfer process varies depending on the type of account you own and how you want the assets transferred. Our Rollover Specialists can also help you with your account transfer. To simplify the process, we recommend calling one of our experienced Rollover Specialists at 1-888-345-9166. Your dedicated specialist will:
Don’t have time to call? Use the following checklist to guide you through the process.
If you have a recent account statement, that will most likely have the information you need. If not, you'll need the following:
Use our online application to open an account or download an application.
Not sure which type of account to open? Call a Rollover Specialist at 1-888-345-9166.
Download and complete the appropriate transfer form.
Mail the original form to the address on the back of the form.
To get started, speak with a Transfer Specialist.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.